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Prudential

181 hedge funds and large institutions have $861M invested in Prudential in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

0.04% more ownership

Funds ownership: 0.85%0.89% (+0.04%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 184181 (-3)

6% less capital invested

Capital invested by funds: $918M → $861M (-$57.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
181
Holders Change
-3
Holders Change %
-1.63%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
65
Reduced
49
Closed
25
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$26K +$9.38K +229 +50%
RDWM
127
Red Door Wealth Management
Tennessee
$25K +$27.8K +678 New
WTC
128
WhitTier Trust Company
Nevada
$24K
AWA
129
Arkadios Wealth Advisors
Georgia
$23K +$123 +3 +0.5%
PFGIA
130
Patriot Financial Group Insurance Agency
Massachusetts
$22K -$2.95K -72 -11%
CCA
131
Column Capital Advisors
Indiana
$22K
SPIA
132
Steward Partners Investment Advisory
New York
$18K
GWS
133
Glassman Wealth Services
Virginia
$17K +$491 +12 +3%
EI
134
Ellevest Inc
New York
$16K +$1.88K +46 +12%
BFC
135
Bedel Financial Consulting
Indiana
$15K
FFA
136
Freedman Financial Associates
Massachusetts
$15K
HR
137
Howe & Rusling
New York
$14K -$2.09K -51 -12%
FCA
138
FinTrust Capital Advisors
South Carolina
$14K -$123 -3 -0.8%
EBA
139
Eagle Bay Advisors
New York
$14K +$14.4K +351 New
EFSCE
140
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$2.99K -73 -18%
CFA
141
Carroll Financial Associates
North Carolina
$10K
FRA
142
Front Row Advisors
California
$10K
APA
143
American Portfolios Advisors
New York
$9.87K
SL
144
Savior LLC
Massachusetts
$9K
LWCFA
145
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$9.91K +242 New
Jones Financial Companies
146
Jones Financial Companies
Missouri
$8K +$9.29K +227 New
CFD
147
Creative Financial Designs
Indiana
$6K
WT
148
Washington Trust
Rhode Island
$6K
SIM
149
Sonora Investment Management
Arizona
$6K +$8.44K +206 New
BMD
150
Better Money Decisions
New Mexico
$5K

PUK Hedge Fund Activity: Q2 2021 in Review

181 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2021, worth a combined $861M — down 6.3% from $918M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PUK and 24 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 65 added.

The largest buyer was Bank of Montreal, adding an estimated $23.1M. The largest seller was Raymond James & Associates, cutting an estimated $9.79M.

  • 181 institutional investors held Prudential (PUK) as of Q2 2021, down from 184 in Q1 2021.
  • Funds reported $861M of Prudential stock for Q2 2021, down 6.3% quarter-over-quarter.
  • 24 funds opened new Prudential positions in Q2 2021 and 25 closed out, a net change of -1 holder.
  • The largest Prudential buyer in Q2 2021 was Bank of Montreal, an estimated $23.1M added.
  • The largest Prudential seller in Q2 2021 was Raymond James & Associates, an estimated $9.79M sold.

Based on aggregated 13F filings for Q2 2021.